Managing Short-Term Rental finances can be a time-consuming and complex process, especially when balancing multiple properties, bank accounts, and owner processes. Many property managers find themselves bogged down with manual reconciliations, navigating spreadsheets, and struggling to ensure accuracy in their bookkeeping.

To solve this challenge, Clearing and Direct have partnered to offer a seamless financial integration for property managers using Direct.

Direct’s property management software helps Short-Term Rental businesses centralize reservations, operations, and guest management, while Clearing focuses on reconciliation, owner payouts, trust accounting, and financial statement generation.

Through this integration, Clearing syncs all property and booking data from Direct, enabling automated transaction categorization, real-time reconciliation, and mass payments—all in one place. This eliminates the need for manual entry, reduces errors, and ensures financial accuracy, so property managers can focus on scaling their business instead of being tied down by financial admin work.

In this guide, we’ll walk you through the step-by-step process of integrating Clearing with Direct, helping you streamline your financial management and ensuring a more efficient, automated workflow.

If you have already signed up for Clearing and can access your dashboard - the first step will be to click your name in the bottom left of the platform and select “Integrations”.

Click the “+ Connect” button and select “Direct” from the list that follows.

You will be asked to provide your organization number to proceed with the connection. You can find your organization number at the top of the integration marketplace page in the Direct software.

Please note that once you click Connect below, the Direct team needs to activate your integration. It may take a couple hours to do so, so it is normal if you don't see your listings right away in the following page.

When prompted, select “Direct” in the list of available PMS’.

You will be asked to provide your organization number to proceed with the connection. You can find your organization number at the top of the integration marketplace page in the Direct software.

Please note that once you click Connect below, the Direct team needs to activate your integration. It may take a couple hours to do so, so it is normal if you don't see your listings right away in the following page.

Once the integration has been connected, your properties will pull into Clearing automatically (slight delay with Direct) and you can always add more as your business grows.

When assets are available, complete this step by naming your assets (or leave them the same as how they are named in Direct which will appear automatically). Decide if you'd like to group assets, and configure these groups accordingly (once the assets appear in Clearing's "Assets and Owners" section beyond this registration wizard).

That’s it! You’ve successfully integrated Clearing with Direct.

Now, you can leverage Clearing’s bookkeeping automation to streamline reconciliations, and simplify financial reporting & owner payouts without the headache of manual financial management. By leveraging Clearing’s automated financial workflows alongside Direct’s property management system, you’ll save time, reduce errors, and gain deeper insights into your rental business’s financial health.

Need help? Our support team is always available to assist with any questions as you fine-tune your new financial management workflow.

Stay tuned for more knowledge articles and product updates designed to further enhance your financial processes!

Clearing is a Financial Technology Company, not a bank.